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October 24, 2024
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This course is part of Salesforce Admin and App Builder Specialization
Instructor: LearnKartS
Included with
Recommended experience
Beginner level
A comprehensive knowledge of the Lightning app.
Recommended experience
Beginner level
A comprehensive knowledge of the Lightning app.
Understand core principles and best practices for managing data effectively.
Utilize Data Loader and other tools for importing, exporting, and manipulating data in Salesforce.
Implement methods to cleanse and maintain high-quality data for enhanced accuracy and reliability.
Learn creating insightful reports and dynamic dashboards to analyze business performance and drive informed decisions.
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Welcome to the Data Management, Reports, and Dashboards course!
The course is designed to equip Salesforce administrators and app builders with advanced skills and best practices necessary for effective data handling, reporting, and dashboard creation within the Salesforce platform. The course aligns with the structure of Salesforce Administrator Exam (ADM 201) and Platform App Builder (CRT 403) certification exam, This course requires a comprehensive knowledge of salesforce administration, and the Lightning application. By the end of this course you'll be able to: - Gain a foundational understanding of data management principles and best practices in Salesforce. - Learn techniques for importing and exporting data into and out of Salesforce using Data Loader and other tools. - Explore strategies for cleansing and maintaining high-quality data in Salesforce to improve data accuracy and reliability. - Master creating insightful reports in Salesforce to analyze business performance, track key metrics, and identify trends and patterns. - Learn how to create custom report types and format reports to present data clearly and meaningfully. - Discover how to build dynamic dashboards in Salesforce to visualize key metrics and KPIs, monitor business performance in real-time, and make data-driven decisions. - Explore the various components and design principles for building effective dashboards that engage users and drive action. This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.
This module covers comprehensive training on Salesforce analytics and data management tools. By the end of this module, the learners will learn to create sample flows, schedule Lightning flows, and validate using screen flows.
10 videos1 reading4 assignments1 discussion prompt
This module covers the fundamentals of Salesforce reporting and dashboard creation. By the end of this learners will understand different report types, including custom report types and bucket fields, and explore various types of reports.
14 videos1 reading4 assignments1 discussion prompt
LearnKartS is a Certification Prep company specializing in Cloud Computing Certifications in AWS, Azure, GCP, Project Management certificates - PMI specific - PMP, PgMP and RMP, and Salesforce certifications. Our state-of-the-art exam simulator engine helps you to identify weak areas along with loads of other analysis to crack the certification in the very first attempt.
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You will learn how to create and customize objects, fields, and relationships to manage data effectively in Salesforce. This includes understanding data types, validation rules, and importing/exporting data.
Yes, you need to have a comprehensive knowledge of salesforce administration, and the Lightning application which is covered in the first course " Salesforce Fundamentals and Setup' the second-course " Salesforce Security and Layouts " and the third course " Lightning App Builder " belonging to the "Salesforce Admin and App Builder" specialization.
Yes, a course completion certificate is allocated upon completing all graded assignments and quizzes present in the Data Management, Reports, and Dashboards course.
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
Financial aid available,